WWM

Western Wealth Management Portfolio holdings

AUM $1.68B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$5.72M
3
+$5.56M
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$1.73M
5
JETS icon
US Global Jets ETF
JETS
+$1.72M

Top Sells

1
+$9.85M
2
+$3.32M
3
+$2.53M
4
CLOU icon
Global X Cloud Computing ETF
CLOU
+$2.21M
5
ARKK icon
ARK Innovation ETF
ARKK
+$2.18M

Sector Composition

1 Technology 10.67%
2 Consumer Discretionary 6.62%
3 Financials 4.9%
4 Communication Services 4.64%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.41%
35,603
-16,489
52
$3.02M 0.41%
61,466
-1,209
53
$2.96M 0.4%
11,640
+92
54
$2.96M 0.4%
13,190
+601
55
$2.95M 0.4%
5,647
+69
56
$2.94M 0.39%
57,527
-24,567
57
$2.93M 0.39%
32,246
-44
58
$2.85M 0.38%
61,390
+7,820
59
$2.78M 0.37%
11,453
+1,460
60
$2.67M 0.36%
52,086
+2,178
61
$2.67M 0.36%
50,594
+3,974
62
$2.65M 0.36%
12,155
+351
63
$2.62M 0.35%
22,984
-192
64
$2.56M 0.34%
24,840
-7,406
65
$2.49M 0.34%
47,605
-1,255
66
$2.48M 0.33%
5,076
+30
67
$2.46M 0.33%
14,819
-417
68
$2.46M 0.33%
9,560
-1,056
69
$2.41M 0.32%
63,561
+21,422
70
$2.39M 0.32%
18,059
-42
71
$2.35M 0.32%
9,672
-700
72
$2.35M 0.32%
146,664
-618
73
$2.33M 0.31%
7,064
-143
74
$2.26M 0.3%
30,780
+1,841
75
$2.23M 0.3%
22,058
+193
1 2
3
4 5